Hey Financial Planning
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Sensible Financial Planning Ltd.!
Show how Financial Planning, Insurance & Investment Services complements Sensible…
Schedule a consultation
Scan your
personalized offer
financialadvise.ca
Hey Sensible Financial Planning Ltd.,
Free 15-minute planning consult
Scan to book a conversation with the team.
Sensible Financial Planning Ltd.
Yotru finds firms worth a premium touch, mails a personal invite, and shows who engaged so follow-up feels earned.
Lists built around partners and contacts you want.
Named invitations with a unique QR per recipient.
Scan data becomes your short call list.
Use case 1
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey Sensible Financial Planning Ltd.,
Explore partnering with Financial Planning, Insurance & Investment Services for…
Scan your unique code
financialadvise.ca
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey Unbiased Financial Services Inc.,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
financialadvise.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Financial Planning?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Sensible Financial Planning Ltd.
Local advisory peer
Show how Financial Planning, Insurance & Investment Services complements Sensible Financial Planning client offerings.
Unbiased Financial Services Inc.
Wealth planning firm
Explore partnering with Financial Planning, Insurance & Investment Services for insurance and tax guidance.
Rockmoor Wealth Management
Investment advisory
Discuss integrating Financial Planning, Insurance & Investment Services solutions for Rockmoor Wealth clients.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Sensible Financial Planning Ltd. | Local advisory peer | Show how Financial Planning, Insurance & Investment Services complements Sensible Financial Planning client offerings. | 97% | |
| Unbiased Financial Services Inc. | Wealth planning firm | Explore partnering with Financial Planning, Insurance & Investment Services for insurance and tax guidance. | 95% | |
| Rockmoor Wealth Management | Investment advisory | Discuss integrating Financial Planning, Insurance & Investment Services solutions for Rockmoor Wealth clients. | 93% | |
| Prosperity Financial Solutions | Calgary financial firm | Consider collaborating with Financial Planning, Insurance & Investment Services on insurance planning services. | 91% | |
| PR Wealth Management Inc. | Wealth management firm | Partner with Financial Planning, Insurance & Investment Services to enhance retirement and tax planning. | 89% |
Or mail a list you already have
Recent campaign
27%
Unique QR scan rate: prospects who actually opened the mail and followed through.
Fully managed
Creative, print, postage, and QR tracking. One campaign, handled end to end.
Delivered through trusted postal networks in the US and Canada.
About
36×
more responses than email on personalized postcard campaigns.
Physical mail cuts through inbox noise, and every card carries a unique QR.
When the right firms get a personal postcard and your partners follow up on scans, discovery calls and new clients grow without more cold outreach.
Overview
Consultations this month
12
Full-service outbound mail. Everything you need, handled end to end.
Zaki Usman
Co-Founder
What happens next
Standard campaigns start around $0.94 per postcard, including print and postage. Exact pricing depends on list size, format, and personalization. Your free Campaign Plan outlines a sensible first wave for Financial Planning.
Most campaigns go from kickoff to mail in 2-3 weeks. Rush production is available for larger programs.
No. Upload a CRM export or we can help build a qualified account list from your ICP. Your Campaign Plan shows example accounts we'd start with.
Yes. Financial Planning signs off on copy, design, and the offer before we print. The mockup on this page is a first concept; we refine it together before production.
Most first waves start at a few hundred postcards, enough to test an account segment with real scan data. Your Campaign Plan recommends a sensible starting size for Financial Planning.
